Pick the path that meets your current needs and future vision
Build Your Own Empire
Create a New Partner Firm
You are the CEO. Own your brand. Control your asset management. Design your own structure.
You get the keys to premium tools and expert guidance. But you keep the freedom. And the autonomy to run your business your way.
Fuel Your Growth
Minority Investment
Take your practice to the next level with a capital infusion. Gain the power of a national brand name.
But stay in the driver’s seat. You keep the majority stake. And you gain the resources to scale faster.
Focus On Your Clients
Join an Existing Partner Firm
Spend your day doing what you love: helping people. Let someone else handle the burden of ownership.
You plug into an established firm. And you leave the overhead to the office.
Secure Your Legacy
Full Acquisition
Finally, a succession plan that puts you in control. Sell your practice to Visionary Square on your terms.
Stay on and continue serving your clients. Or walk away toward your next chapter.
Your Independence, Your Way
Choose the model that is right for you and your clients.
You know how to serve your clients. We provide the platform to make it happen.
The Hybrid Model (RIA + OSJ)
The Best of Both Worlds
Keep your commission business without the compliance headache. Gain the flexibility of an RIA and the support of a B-D. You get:
• Multiple ways to grow your revenue
• An OSJ that handles the heavy lifting of supervision
• To keep your existing brokerage relationships
• Access to our multi-custodian platform
RIA-Only
Pure Transparency
Simplify your business. Simplify your life. Move to a 100% fee-based model where you are the true fiduciary. You get:
• Total transparency with your clients
• To shed the complexity of brokerage regulations
• A clean, streamlined practice focused on planning
• Access to our multi-custodian platform
Frequently asked questions
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Will I still own my client relationships?
Absolutely. Your clients are your clients. Full stop.
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Do I have to give up ownership to partner with Visionary Square?
No. The Core and Enterprise models involve no equity transaction. The M&A Program involves a minority stake, but autonomy is a core principle: you keep control of your firm, your clients, and your direction.
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How long does onboarding typically take?
Typically 8-12 weeks. It depends on your book and existing relationships. Our Transition Concierge team will map out a timeline specific to your situation during the discovery process.
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What does the onboarding fee cover?
You get a CRM. An AI notetaker. Business analytics. Secure SMS. Scheduling tools. Microsoft Teams and the full Microsoft 365 suite. Investment tools. An Elite Workstation. A Pro AV setup. And enterprise-grade cybersecurity with encryption, compliance tools, and 24/7 technical support. Why do we provide it all upfront? So you can focus on growing your business—not managing IT. With standardized technology, our IT team can remote in quickly, troubleshoot efficiently, and get you back up and running with minimal downtime. Plus, it's one less decision you have to make during your transition. Less friction. More momentum.
Not sure which path to take?
We’ll help you run the numbers. We’ll look at your book. We’ll ask the questions you didn’t consider. And we’ll show you exactly how your take-home pay and daily workload change with each choice. Then we’ll define your partnered independence, together.